Index and navigation

The index page appears when a job is opened. The index page shows all the pages used in the file, including attachments and generated documents and letters:

  • In addition the status of those pages is shown – incomplete (red arrow), concluded (green bar) and reviewed:

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To view all available pages including those that have not yet been used select view all available pages button at bottom right of index page - (unused pages are in blue shading):

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  • Clicking on the link - say Q1 here to open the inventory section - will link to the parent page from where the target page may be created - in the case above to the control page point 15.6
  • Follow the path to create the page and section - for example clicking Q3 would link to A1 point 16 where the user could then create Q1, then Q3 - pages cannot be created without creating their pathway via other pages:

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Every page has a top bar that allows direct access tabs to index, control, trial balance, risks, points (management report), adjustments (audit error schedule journals) and summary (audit summary information page):

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Every page also contains page back and forward arrows on left and right of screen to move consecutively through file - especially useful for reviewing:

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At the top left of the screen, the back to audit assistant home takes the user back to client view/homepage:

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Tabs at top right allow direct access to pages - hovering over section shows drop-downs of pages available:

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The progress bar in the sidebar shows the number of pages created and completed opening the page indicates how many work items on each page are outstanding:       

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  • When less that five items outstanding on a page these individual items are displayed:

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